HTG Investment Advisors Inc. Acquires Shares of 15,011 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

HTG Investment Advisors Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 15,011 shares of the company’s stock, valued at approximately $931,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 0.4% of HTG Investment Advisors Inc.’s investment portfolio, making the stock its 29th biggest position.

Several other large investors have also recently bought and sold shares of HELO. CAP Partners LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after buying an additional 257 shares in the last quarter. Total Clarity Wealth Management Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% in the fourth quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock worth $895,000 after acquiring an additional 386 shares during the last quarter. Orrstown Financial Services Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.5% during the 4th quarter. Orrstown Financial Services Inc. now owns 87,519 shares of the company’s stock valued at $5,430,000 after buying an additional 396 shares during the period. Sprinkle Financial Consultants LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after acquiring an additional 469 shares during the last quarter. Finally, Paladin Advisory Group LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 16.4% in the fourth quarter. Paladin Advisory Group LLC now owns 4,355 shares of the company’s stock valued at $270,000 after buying an additional 615 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO opened at $62.80 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $54.10 and a 1-year high of $63.50. The business has a 50-day moving average of $62.77 and a 200-day moving average of $61.26. The company has a market capitalization of $680.12 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Company Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential.